What are the responsibilities and job description for the Associate Digital Sales Representative - Insurance/WC position at Smart Tax Services & Bookkeeping?
Job Description
Smart Tax Services & Bookkeeping is listed as the employer for this position. The Associate Digital Sales Representative would help identify prospective clients, promote relevant insurance and workers’ compensation services, and maintain client relationships through digital and direct communication channels.
Key Responsibilities
- Contact prospective customers by phone, email, and online platforms
- Follow up on sales leads and identify potential business opportunities
- Explain available services and direct technical questions to the appropriate team
- Maintain accurate lead and customer records
- Assist with sales presentations and client proposals
- Coordinate with colleagues to support customer needs
- Track outreach activities and sales progress
Requirements
- High school diploma or equivalent; business education preferred
- Sales, customer service, or digital marketing experience preferred
- Strong communication and relationship-building skills
- Basic computer and CRM skills
- Organized approach to managing leads and follow-ups
- Insurance licensing may be required for regulated sales activities
Benefits
- Potential health benefits, subject to eligibility
- Paid time off, subject to company policy
- Sales training and professional development
- Potential commissions or performance incentives
About the Company
Smart Tax Services & Bookkeeping is the business name supplied for this listing. Confirm its official identity and whether it provides insurance or workers’ compensation services before publishing the role.
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- Disability insurance
- Flexible schedule
- Parental leave
- Relocation assistance
- Tuition reimbursement
Work Location: In person
Salary : $40,000 - $60,000